Darren Franklin

The Adviser service fee represents the cost of providing our annual professional services to you. A summary of the services which you receive for this fee is contained in the Client Service Agreement. Where you have investment assets of up to $3,000,000, we offer flat dollar packages that range from $4,250 to $6,000 per annum, depending on the agreed level of service. Where there is additional complexity and/or additional entities involved in the one client group, there are additional costs of up to $2,000 per annum. Where your investment assets exceed $3,000,000 we will charge up to a maximum of 0.50% per annum of assets under advice, but this will be negotiated depending on the agreed level of service required. You only pay an Adviser service fee if you agree to a Client Service Agreement and then, only until it expires.